https://mobilex.crmtogether.com/api.php?action=feedcontributions&user=Crmtogether&feedformat=atomMobileX for SageCRM - User contributions [en]2024-03-29T02:14:51ZUser contributionsMediaWiki 1.40.0https://mobilex.crmtogether.com/index.php?title=MX_Home&diff=900MX Home2024-03-25T09:26:10Z<p>Crmtogether: </p>
<hr />
<div>Home screen <br />
<br />
[[File:mx52home1.png]]<br />
<br />
<br />
1. Calendar <br />
<br />
2. Tasks<br />
<br />
3. Contact Scanner<br />
<br />
----<br />
Customizing the home screen/Dashboard<br />
<br />
see<br />
<br />
https://accelerator.crmtogether.com/index.php?title=Home_Screen</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Calendar&diff=899MX Calendar2024-01-19T09:49:31Z<p>Crmtogether: </p>
<hr />
<div>Calendar<br />
<br />
<br />
[[File:mx52cal1.png]]<br />
<br />
1. Select the user (only shows if permissions allow this)<br />
<br />
2. Add a new appointment <br />
<br />
3. Change the calendar view to week/month etc<br />
<br />
<br />
[[File:mx52cal2.png]]<br />
<br />
1. Edit the appointment <br />
<br />
----<br />
Customising the screen<br />
<br />
You can only extend the screen. <br />
<br />
To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the Edit dialog.<br />
<br />
<br />
----<br />
Since 5.2.2.5 <br />
<br />
If you update the view on 'apptofficeintnew' to be 'vCommunication' you can see the comm_link fields and add in 'cmli_comm_companyid' which will allow you change/assign the company context. <br />
<br />
You can also add in the 'cmli_comm_personid' and this is linked to the 'cmli_comm_companyid' field.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=898New Releases2023-11-21T13:39:58Z<p>Crmtogether: </p>
<hr />
<div>21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
* Changed how Appointment and Tasks are updated to cope when Exchange sync is used<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
Accelerator updates only<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=897New Releases2023-11-21T13:39:47Z<p>Crmtogether: </p>
<hr />
<div>21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
* Changed how Appointment and Tasks are updated to cope with Exchange sync<br />
<br />
----<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
Accelerator updates only<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=896New Releases2023-11-21T13:39:22Z<p>Crmtogether: </p>
<hr />
<div>21st Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.3.0'''<br />
<br />
MobileX updates only<br />
<br />
* Changed how Appointment and Tasks are updated to cope with Exchange sync<br />
<br />
8th Nov 2023 (over air update)<br />
<br />
API Version - '''5.2.2.9'''<br />
<br />
Accelerator updates only<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=895New Releases2023-11-01T18:29:26Z<p>Crmtogether: </p>
<hr />
<div>coming soon 2023 (over air update)<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported. The best way to set up the templates for this is to click "source" and remove any HTML and for new lines add in '%0D%0A' as this is how the mailto links work. Be careful also when editing as the editor will insert HTML tags.<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=894New Releases2023-10-13T15:08:57Z<p>Crmtogether: </p>
<hr />
<div>coming soon 2023 (over air update)<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
* pipeline filters updated to allow for when "status" fields "oppo_status" and "case_status" are not used. <br />
<br />
* (bug fix) Edit Task/Appt with company field and person field was not filtering on the company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=893New Releases2023-10-13T12:01:07Z<p>Crmtogether: </p>
<hr />
<div>coming soon 2023 (over air update)<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
Web App (version will be 1.1.67)<br />
<br />
* pasting an email into the lead email field meant that it was not picked up<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=892New Releases2023-10-10T15:30:14Z<p>Crmtogether: </p>
<hr />
<div>coming soon 2023 (over air update)<br />
<br />
'''5.2.2.8''' <br />
<br />
API Version - 5.2.2.8<br />
<br />
* Bug fix Ability to edit Company/person on appt (released in 5.2.2.6)-in edit mode (only) the person SSA list was not filtered y company<br />
<br />
<br />
----<br />
<br />
<br />
20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=891New Releases2023-09-20T15:05:30Z<p>Crmtogether: </p>
<hr />
<div>20th Sept 2023 (over air update)<br />
<br />
'''5.2.2.6''' <br />
<br />
API Version - 5.2.2.6<br />
<br />
Previous bug fixed in 5.2.2.3 re-appeared. Patch re-applied<br />
* Bug fix for setting default user currency (previously only system value was used as the default on currency fields)<br />
<br />
<br />
----<br />
Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=890New Releases2023-09-13T09:02:23Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
* ICS file download page <br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=889New Releases2023-09-13T09:02:04Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt <br />
You must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=888New Releases2023-09-13T09:01:46Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt - you must create a screen called "apptofficeintnew" with view "vCommunication" and you add in the cmli_comm_companyid and cmli_comm_personid fields which then appear at the bottom of the screen. <br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=887New Releases2023-09-12T16:29:37Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
<br />
This uses the "mailto" link so is limited in that it cannot support HTML (we strip any out) and attachments are not supported<br />
<br />
* Ability to edit Company/person on appt<br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=886New Releases2023-09-12T15:56:17Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
* Ability to edit Company/person on appt<br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="frank@acmeinc.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="frank@acmeinc.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=885New Releases2023-09-12T15:47:20Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
* Ability to edit Company/person on appt<br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
For the email option on the ICS page you have to add in the following tags and fill in your SMTP server values<br />
<br />
<add key="EmailFrom" value="user@domain.com"/><br />
<add key="EmailHost" value="smtp.domain.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="user@domain.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
Example of Office365 settings<br />
<br />
<add key="EmailFrom" value="sagecrm@crmtogether.com"/><br />
<add key="EmailHost" value="smtp.office365.com"/><br />
<add key="EmailHostPort" value="25"/><br />
<add key="EmailUserName" value="sagecrm@crmtogether.com"/><br />
<add key="EmailPassword" value="****************"/><br />
<add key="EnableSsl" value="Y"/> <br />
<br />
To be able to send emails via SMTP with office 365 you need to enable this<br />
<br />
https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/authenticated-client-smtp-submission<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=884New Releases2023-09-12T15:44:16Z<p>Crmtogether: </p>
<hr />
<div>Sept 13th 2023 (over air update)<br />
<br />
'''5.2.2.5''' <br />
API Version - 5.2.2.5<br />
<br />
* ICS file download page <br />
* Email templates "mailto" page<br />
* Ability to edit Company/person on appt<br />
<br />
For details see<br />
https://vimeo.com/863634292<br />
<br />
<br />
<br />
----<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Calendar&diff=883MX Calendar2023-09-06T12:48:12Z<p>Crmtogether: </p>
<hr />
<div>Calendar<br />
<br />
<br />
[[File:mx52cal1.png]]<br />
<br />
1. Select the user (only shows if permissions allow this)<br />
<br />
2. Add a new appointment <br />
<br />
3. Change the calendar view to week/month etc<br />
<br />
<br />
[[File:mx52cal2.png]]<br />
<br />
1. Edit the appointment <br />
<br />
----<br />
Customising the screen<br />
<br />
You can only extend the screen. <br />
<br />
To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the Edit dialog.<br />
<br />
Coming in 5.2.2.5 as a workaround for a client is...<br />
<br />
If you update the view on 'apptofficeintnew' to be 'vCommunication' you can see the comm_link fields and add in 'cmli_comm_companyid' which will allow you change/assign the company context. <br />
<br />
You can also add in the 'cmli_comm_personid' and this is linked to the 'cmli_comm_companyid' field.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Calendar&diff=882MX Calendar2023-09-06T12:07:31Z<p>Crmtogether: </p>
<hr />
<div>Calendar<br />
<br />
<br />
[[File:mx52cal1.png]]<br />
<br />
1. Select the user (only shows if permissions allow this)<br />
<br />
2. Add a new appointment <br />
<br />
3. Change the calendar view to week/month etc<br />
<br />
<br />
[[File:mx52cal2.png]]<br />
<br />
1. Edit the appointment <br />
<br />
----<br />
Customising the screen<br />
<br />
You can only extend the screen. <br />
<br />
To do this Create a screen on the communication entity called "apptofficeintnew" and add in any extra fields you want. These will appear at the bottom of the Edit dialog.<br />
<br />
Coming in 5.2.2.5 as a workaround for a client is...<br />
<br />
If you update the view on 'apptofficeintnew' to be 'vCommunication' you can see the comm_link fields and add in 'cmli_comm_companyid' which will allow you change/assign the company context. <br />
<br />
You can also add in the 'cmli_comm_personid' but its not yet linked to the 'cmli_comm_companyid' field so we do not recommend this.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=881New Releases2023-07-12T12:23:27Z<p>Crmtogether: </p>
<hr />
<div>July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=880New Releases2023-07-12T12:22:55Z<p>Crmtogether: </p>
<hr />
<div>APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
July 12th 2023 (over air update)<br />
<br />
'''5.2.1.3''' <br />
<br />
API Version - 5.2.1.3<br />
* Fix for MobileX Contact Scanner feature<br />
* Fix for GroupCodes (Sage 300 Integration) field display. <br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install&diff=879MX PWA Client Install2023-04-25T14:59:27Z<p>Crmtogether: </p>
<hr />
<div>For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores<br />
<br />
----<br />
<br />
On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example). <br />
<br />
The MobileX URL can be found in the CRM Together admin area in Sage CRM<br />
<br />
An example of the format is<br />
<br />
https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br />
<br />
An example on iOS is as follows:<br />
<br />
Click the options icon<br />
<br />
[[File:mxstart1.png]]<br />
<br />
Next on your device select the option to Add to Your Home Screen. <br />
<br />
[[File:mxstart2.png]]<br />
<br />
You can change the app title if you wish (2). Click Add (1) to add to your home screen.<br />
<br />
[[File:mxstart3.png]]<br />
<br />
One you get to that point open the app from your phone HOME screen<br />
<br />
[[File:mxstart6.png]]<br />
<br />
Then set up the connection to your CRM. <br />
<br />
Click Get Started<br />
<br />
[[File:mxstart4.png]]<br />
<br />
Click the + button (1) and enter your CRM user credentials<br />
<br />
[[File:mxstart5.png]]</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=Main_Page&diff=878Main Page2023-04-25T14:21:35Z<p>Crmtogether: </p>
<hr />
<div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br />
<br />
The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br />
<br />
The software is optimised for smartphone devices.<br />
<br />
----<br />
<br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=877New Releases2023-04-24T10:52:05Z<p>Crmtogether: </p>
<hr />
<div>APRIL 2023<br />
<br />
Native Apps<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=876MX Overview2023-04-24T10:51:11Z<p>Crmtogether: </p>
<hr />
<div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br />
<br />
'''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br />
<br />
The Accelerator help is available at<br />
https://accelerator.crmtogether.com/index.php?title=Home_Screen<br />
<br />
The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
To get the PWA app you can se ethe url in the "Accelerator" tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br />
<br />
EG <br />
<br />
MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br />
<br />
If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br />
<br />
and take a look at how to install and set up the PWA Client at [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install]</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=Help_Archive&diff=875Help Archive2023-04-24T10:50:22Z<p>Crmtogether: Created page with "Getting Started (Classic) https://mobilex.crmtogether.com/index.php?title=Overview https://mobilex.crmtogether.com/index.php?title=Client_Install https://mobilex.crmtogether.com/index.php?title=Log_in ---- Main Menu (Classic) https://mobilex.crmtogether.com/index.php?title=Search https://mobilex.crmtogether.com/index.php?title=New https://mobilex.crmtogether.com/index.php?title=Email https://mobilex.crmtogether.com/index.php?title=Phone https://mobilex.crmtogeth..."</p>
<hr />
<div>Getting Started (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Overview<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Client_Install<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Log_in<br />
<br />
----<br />
Main Menu (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Search<br />
<br />
https://mobilex.crmtogether.com/index.php?title=New<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Email<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Phone<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Task<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Sales<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Ping<br />
<br />
----<br />
<br />
Entity screens (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Company_Summary<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Person_Summary<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Opportunity_Summary<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Case_Summary<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Lead_Summary<br />
<br />
https://mobilex.crmtogether.com/index.php?title=QuotesOrders<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Screen_Customization_Options<br />
<br />
https://mobilex.crmtogether.com/index.php?title=List_Screens<br />
<br />
----<br />
<br />
Footer Menu (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Using_Footer<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Calendar<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Tasks<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Page_history<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Settings<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Bookmarks<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Pings<br />
<br />
https://mobilex.crmtogether.com/index.php?title=FooterCustom<br />
<br />
----<br />
<br />
Administration (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Requirements<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Releases<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Install<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Troubleshoot<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Branding<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Checklist<br />
<br />
----<br />
<br />
Plugins (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Library<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Pings_Addin<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Sales_Pipeline<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Cases_Pipeline<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Card_Scanner<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Locations<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Signatures<br />
<br />
----<br />
<br />
Customisation (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Framework<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Client<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Server<br />
<br />
----<br />
<br />
Factory API (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Core<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Email_Object<br />
<br />
https://mobilex.crmtogether.com/index.php?title=SQL<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Client_API<br />
<br />
https://mobilex.crmtogether.com/index.php?title=API_Samples<br />
<br />
----<br />
<br />
How to (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Add_to_New_Menu<br />
<br />
----<br />
Archive Outlook 365 (Classic)<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Add-in<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Installation<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Client_Setup<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Smartphone_Demo<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Save_Emails_I<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Save_Emails_II<br />
<br />
https://mobilex.crmtogether.com/index.php?title=Upgrading</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=874MediaWiki:Sidebar2023-04-24T10:48:46Z<p>Crmtogether: </p>
<hr />
<div>* SEARCH<br />
<br />
* MX Getting Started<br />
** MX Overview|MX Overview<br />
** MX Upgrading|MX Upgrading<br />
** MX AppStores|iOS and Android Apps<br />
** MX PWA Client Install|MX PWA Client Install<br />
** MX Connection|MX Connection<br />
<br />
* MX Home<br />
** MX Home|Home<br />
** MX Entity Edit|Entity Edit<br />
** MX Calendar|Calendar<br />
** MX Tasks|Tasks<br />
** MX Scanner|Contact Scanner<br />
<br />
* Admin Guide <br />
** Requirements|Requirements<br />
** New Releases|New Releases<br />
** Updating License|Updating License<br />
** MX User Managerment|User Managerment<br />
** User Checklist|User Checklist<br />
<br />
*MobileX (Classic UI)<br />
**Help Archive|Help Archive</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=873New Releases2023-04-18T11:55:59Z<p>Crmtogether: </p>
<hr />
<div><br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=872New Releases2023-04-18T11:37:16Z<p>Crmtogether: </p>
<hr />
<div>April 18th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
* Fix for MobileX PWA filter on pipelines<br />
* Bug fix on changing tabs<br />
* Improved error handing<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=871New Releases2023-04-18T11:35:34Z<p>Crmtogether: </p>
<hr />
<div>April 18th 2023 (over air update)<br />
<br />
'''5.2.1.2''' <br />
* Fix for MobileX PWA filter on pipelines<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=New_Releases&diff=870New Releases2023-04-18T11:35:25Z<p>Crmtogether: </p>
<hr />
<div>April 18th 2023 (over air update)<br />
'''5.2.1.2''' <br />
* Fix for MobileX PWA filter on pipelines<br />
<br />
Nov 27th 2022 (over air update)<br />
<br />
'''5.2.0.4''' <br />
<br />
*Fix for MX appt/tasks updating and extending<br />
<br />
Nov 18th 2022 (over air update)<br />
<br />
'''5.2.0.3''' <br />
<br />
*Fix for MX business card scanner - New Company selection bug<br />
<br />
Oct 10 2022<br />
'''5.2.0.0''' <br />
<br />
* New UI<br />
* Online help updated - only MobileX specific items documented here. See https://accelerator.crmtogether.com/ for screen and list customisation details</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=Main_Page&diff=869Main Page2023-03-31T08:42:18Z<p>Crmtogether: </p>
<hr />
<div>MobileX is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br />
<br />
The backend is installed on your CRM server and utilises part of the Accelerator product (web-service).<br />
<br />
The software is optimised for smartphone devices.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=868MX AppStores2023-02-28T16:30:39Z<p>Crmtogether: </p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
You require a MobileX connection install and license to connect to your Sage CRM.<br />
<br />
Contact us at [mailto:sagecrm@crmtogether.com <sagecrm@crmtogether.com>] or your Sage CRM Partner to find our how to get a license.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=867MX AppStores2023-02-28T16:29:34Z<p>Crmtogether: </p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
You require a MobileX connection install and license to connect to your Sage CRM.<br />
<br />
Contact us at [mailti:sagecrm@crmtogether.com sagecrm@crmtogether.com] or your Sage CRM Partner to find our how to get a license.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=866MX AppStores2023-02-28T16:29:17Z<p>Crmtogether: </p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
You require a MobileX connection install and license to connect to your Sage CRM.<br />
<br />
Contact us at sagecrm@crmtogether.com or your Sage CRM Partner to find our how to get a license.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=865MX AppStores2023-02-28T12:29:34Z<p>Crmtogether: </p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]<br />
<br />
<br />
You require a MobileX connection install and license to connect to your Sage CRM.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Overview&diff=864MX Overview2023-02-28T12:28:45Z<p>Crmtogether: </p>
<hr />
<div>MobileX has just had a major update with a brand new UI based on the Accelerator UI (Outlook integration) <br />
<br />
'''The help here will ONLY specify specific MobileX features and not duplicate items that it shares with Accelerator. '''<br />
<br />
The Accelerator help is available at<br />
https://accelerator.crmtogether.com/index.php?title=Home_Screen<br />
<br />
The new app is available as a Progressive Web App (PWA) and on iOS and Android as native apps. <br />
<br />
To get the PWA app you can se ethe url in the "Accelerator" tab (this will be renamed CRM Together in future) and also from the CRM Together tab in the admin area. <br />
<br />
EG <br />
<br />
MobileX PWA Url: https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/<br />
<br />
If you are upgrading from the Classic client please see [https://mobilex.crmtogether.com/index.php?title=MX_Upgrading]<br />
<br />
and take a look at how to install and set up the PWA Client at [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install]</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=File:MobileX_Google_Play.png&diff=863File:MobileX Google Play.png2023-02-28T11:46:07Z<p>Crmtogether: </p>
<hr />
<div></div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=File:MobileX_App_Store.png&diff=862File:MobileX App Store.png2023-02-28T11:45:51Z<p>Crmtogether: </p>
<hr />
<div></div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=861MX AppStores2023-02-28T11:45:38Z<p>Crmtogether: </p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.<br />
<br />
<br />
[[Image:MobileX App Store.png|300px|link=https://apps.apple.com/us/app/mobilex-for-sage-crm/id1671034375]]<br />
<br />
<br />
[[Image:MobileX Google Play.png|300px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcrm&hl=en&gl=US]]</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_AppStores&diff=860MX AppStores2023-02-28T11:30:18Z<p>Crmtogether: Created page with " MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android."</p>
<hr />
<div><br />
MobileX for Sage CRM is availabe on the iOS app store for iphone and Google Play for Android.</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=859MediaWiki:Sidebar2023-02-28T11:29:13Z<p>Crmtogether: </p>
<hr />
<div>* SEARCH<br />
<br />
* MX Getting Started<br />
** MX Overview|MX Overview<br />
** MX Upgrading|MX Upgrading<br />
** MX AppStores|iOS and Android Apps<br />
** MX PWA Client Install|MX PWA Client Install<br />
** MX Connection|MX Connection<br />
<br />
* MX Home<br />
** MX Home|Home<br />
** MX Entity Edit|Entity Edit<br />
** MX Calendar|Calendar<br />
** MX Tasks|Tasks<br />
** MX Scanner|Contact Scanner<br />
<br />
* Admin Guide <br />
** Requirements|Requirements<br />
** New Releases|New Releases<br />
** Updating License|Updating License<br />
** MX User Managerment|User Managerment<br />
** User Checklist|User Checklist<br />
<br />
*Getting Started (Classic)<br />
**Overview|Overview<br />
**Client Install|Client Install<br />
**Log in|Log in/out<br />
<br />
*Main Menu (Classic)<br />
**Search|Search<br />
**New|New<br />
**Email|Email<br />
**Phone|Log Call<br />
**Task|Tasks & Appointments<br />
**Sales|Sales<br />
**Ping|Ping<br />
<br />
*Entity screens (Classic)<br />
**Company Summary|Company<br />
**Person Summary|Person<br />
**Opportunity Summary|Opportunity<br />
**Case Summary|Case<br />
**Lead Summary|Lead<br />
**QuotesOrders|Quotes and Orders<br />
**Screen Customization Options|Customization Options<br />
**List Screens|List Screens<br />
<br />
*Footer Menu (Classic)<br />
**Using Footer|Using<br />
**Calendar|Calendar <br />
**Tasks|Tasks<br />
**History|Entity History<br />
**Settings|Settings<br />
**Bookmarks|Bookmarks<br />
**Pings|Pings<br />
**FooterCustom|Custom Items<br />
<br />
*Administration (Classic)<br />
**Requirements|Requirements<br />
**Releases|Releases<br />
**Install|Install and Config<br />
**Troubleshoot|Troubleshoot<br />
**Branding|Branding<br />
**Checklist|Checklist<br />
<br />
*Plugins (Classic)<br />
**Library|Library<br />
**Pings Addin|Pings Addin<br />
**Sales Pipeline|Sales Pipeline<br />
**Cases Pipeline|Cases Pipeline<br />
**Card Scanner|Card Scanner<br />
**Locations|Locations<br />
**Signatures|Signatures<br />
<br />
*Customisation (Classic)<br />
**Framework|Framework<br />
**Client|Client<br />
**Server|Server<br />
<br />
*Factory API (Classic)<br />
**Core|Core<br />
**Email Object|Email Object<br />
**SQL|SQL<br />
**Client API|Client API<br />
**API Samples|API Samples<br />
<br />
*How to (Classic)<br />
**Add to New Menu|Add to New Menu<br />
<br />
*Archive Outlook 365 (Classic)<br />
**Add-in|About<br />
**Installation|Installation<br />
**Client Setup|Client Setup<br />
**Smartphone Demo|Smartphone Demo<br />
**Save Emails I|Save Emails I<br />
**Save Emails II|Save Emails II<br />
**Upgrading|Upgrading</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=File:Mx_open_application.png&diff=858File:Mx open application.png2023-02-28T11:20:42Z<p>Crmtogether: </p>
<hr />
<div></div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=File:Mx_new_connection.png&diff=857File:Mx new connection.png2023-02-28T11:20:26Z<p>Crmtogether: </p>
<hr />
<div></div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=File:Mx_settings_add_connection.png&diff=856File:Mx settings add connection.png2023-02-28T11:20:12Z<p>Crmtogether: </p>
<hr />
<div></div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Connection&diff=855MX Connection2023-02-28T11:19:51Z<p>Crmtogether: </p>
<hr />
<div><br />
Once you have the app installed you need to add in your connection. <br />
<br />
This requires the backend install from CRM Together. <br />
<br />
Click the + sign<br />
<br />
[[File:mx settings add connection.png]]<br />
<br />
On the Modal form fill in<br />
<br />
[[File:mx new connection.png]]<br />
<br />
1. Your CRM path in the format <br />
https://yourserver.com/crm/<br />
<br />
2. Your CRM username<br />
<br />
3. Your CRM user password<br />
<br />
4. Click Connect<br />
<br />
Then on the form<br />
<br />
[[File:mx open application.png]]<br />
<br />
Click "Open Application"</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MX_Connection&diff=854MX Connection2023-02-28T11:19:04Z<p>Crmtogether: Created page with " Once you have the app installed you need to add in your connection. This requires the backend install from CRM Together. Click the + sign image 1 On the Modal form fill in image 2 1. Your CRM path in the format https://yourserver.com/crm/ 2. Your CRM username 3. Your CRM user password 4. Click Connect Then on the form image 3 Click "Open Application""</p>
<hr />
<div><br />
Once you have the app installed you need to add in your connection. <br />
<br />
This requires the backend install from CRM Together. <br />
<br />
Click the + sign<br />
<br />
image 1<br />
<br />
On the Modal form fill in<br />
<br />
image 2<br />
<br />
1. Your CRM path in the format <br />
https://yourserver.com/crm/<br />
<br />
2. Your CRM username<br />
<br />
3. Your CRM user password<br />
<br />
4. Click Connect<br />
<br />
Then on the form<br />
<br />
image 3<br />
<br />
Click "Open Application"</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=853MediaWiki:Sidebar2023-02-28T11:13:30Z<p>Crmtogether: </p>
<hr />
<div>* SEARCH<br />
<br />
* MX Getting Started<br />
** MX Overview|MX Overview<br />
** MX Upgrading|MX Upgrading<br />
** MX PWA Client Install|MX PWA Client Install<br />
** MX Connection|MX Connection<br />
<br />
* MX Home<br />
** MX Home|Home<br />
** MX Entity Edit|Entity Edit<br />
** MX Calendar|Calendar<br />
** MX Tasks|Tasks<br />
** MX Scanner|Contact Scanner<br />
<br />
* Admin Guide <br />
** Requirements|Requirements<br />
** New Releases|New Releases<br />
** Updating License|Updating License<br />
** MX User Managerment|User Managerment<br />
** User Checklist|User Checklist<br />
<br />
*Getting Started (Classic)<br />
**Overview|Overview<br />
**Client Install|Client Install<br />
**Log in|Log in/out<br />
<br />
*Main Menu (Classic)<br />
**Search|Search<br />
**New|New<br />
**Email|Email<br />
**Phone|Log Call<br />
**Task|Tasks & Appointments<br />
**Sales|Sales<br />
**Ping|Ping<br />
<br />
*Entity screens (Classic)<br />
**Company Summary|Company<br />
**Person Summary|Person<br />
**Opportunity Summary|Opportunity<br />
**Case Summary|Case<br />
**Lead Summary|Lead<br />
**QuotesOrders|Quotes and Orders<br />
**Screen Customization Options|Customization Options<br />
**List Screens|List Screens<br />
<br />
*Footer Menu (Classic)<br />
**Using Footer|Using<br />
**Calendar|Calendar <br />
**Tasks|Tasks<br />
**History|Entity History<br />
**Settings|Settings<br />
**Bookmarks|Bookmarks<br />
**Pings|Pings<br />
**FooterCustom|Custom Items<br />
<br />
*Administration (Classic)<br />
**Requirements|Requirements<br />
**Releases|Releases<br />
**Install|Install and Config<br />
**Troubleshoot|Troubleshoot<br />
**Branding|Branding<br />
**Checklist|Checklist<br />
<br />
*Plugins (Classic)<br />
**Library|Library<br />
**Pings Addin|Pings Addin<br />
**Sales Pipeline|Sales Pipeline<br />
**Cases Pipeline|Cases Pipeline<br />
**Card Scanner|Card Scanner<br />
**Locations|Locations<br />
**Signatures|Signatures<br />
<br />
*Customisation (Classic)<br />
**Framework|Framework<br />
**Client|Client<br />
**Server|Server<br />
<br />
*Factory API (Classic)<br />
**Core|Core<br />
**Email Object|Email Object<br />
**SQL|SQL<br />
**Client API|Client API<br />
**API Samples|API Samples<br />
<br />
*How to (Classic)<br />
**Add to New Menu|Add to New Menu<br />
<br />
*Archive Outlook 365 (Classic)<br />
**Add-in|About<br />
**Installation|Installation<br />
**Client Setup|Client Setup<br />
**Smartphone Demo|Smartphone Demo<br />
**Save Emails I|Save Emails I<br />
**Save Emails II|Save Emails II<br />
**Upgrading|Upgrading</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=Releases&diff=852Releases2022-12-08T15:27:01Z<p>Crmtogether: </p>
<hr />
<div>Details of releases<br />
<br />
'''5.2.0.0''' - 10 Oct 2022<br />
Brand new UI<br />
<br />
* for classic please also create the folder "logging" under the "custompages/sagecrmws/" folder if it does not exist<br />
<br />
'''4.7.5.4''' - 2 Nov 2020 <br />
* Update: Improved timezone handling <br />
* SSA field bug fix<br />
<br />
Office 365 urls English<br />
<br />
https://mx.crmtogether.com/V4754/outlookmx_final.xml<br />
<br />
German<br />
<br />
https://mx.crmtogether.com/V4754/outlookmx_finalde.xml<br />
<br />
<br />
<br />
'''Patch''' 06 Oct 2020<br />
An iOS14 update to safari fixed a bug we had worked around regarding dates. <br />
<br />
Here is the patch. Please extract and review the readme<br />
<br />
[https://www.dropbox.com/s/o2cz0uwxax40xgi/helpers.zip?dl=0 helper Replacement]<br />
<br />
This will be in the next release. <br />
<br />
<br />
'''4.7.5.3''' 24th Sept 2020<br />
* Note: New field added in user table 'user_ct_fcmtoken' that will be used in MobileX for push notifications (coming in future release)<br />
<br />
'''4.7.5.2 ''' (29 June 2020)<br />
* RC5 - 9 July 2020 - Fix for readonly fields on edit screens being updated and fix for business card scanner<br />
* iOS option to use Outlook as email client when sending emails (client setting)<br />
* Removed link from summary screen title to full CRM (legacy code)<br />
* Footer height up by 4 pixels<br />
* New Entity screens now open in dialogs<br />
* Plugins now enabled by default are<br />
<add name="Library"/><br />
<add name="Pings" /><br />
<add name="Locations" /><br />
<add name="BusCardScan" /><br />
* BusCardScan will now just work (previously CRM Together had to be contacted to enable this)<br />
* Locations plugin now works on person also<br />
* Option to hide status section - set to Y to hide the Status area on Company and person summary screens<br />
<add key="HideMXStatuscompany" value="N"/><br />
<add key="HideMXStatusperson" value="N"/><br />
<br />
* UI Changes "Sales" text to "Oppo"<br />
* Email Signature support documented - see http://mobilex.crmtogether.com/index.php?title=Email<br />
* Fix: Calendar - change user and navigate to another day was resetting user<br />
* Fix: Plugin Library - libr_userid was not set on files<br />
* UI: Extended Appointment and Task screens<br />
* UX: Plugins now use spinner when requesting data<br />
* Fix: Ordering of custom menu items issue fixed<br />
* Fix: Phone dialog radio buttons put back in<br />
* Fix: Timezone fix for phone comm_datetime and task comm_datetime values<br />
<br />
Office 365 urls English<br />
<br />
https://mx.crmtogether.com/V4752/outlookmx_final.xml<br />
<br />
German<br />
<br />
https://mx.crmtogether.com/V4752/outlookmx_finalde.xml<br />
<br />
<br />
'''4.7.5.1 ''' (19 May 2020)<br />
* SSA fields behaviour improved<br />
* Fix for changing SSA fields from the default context<br />
<br />
Office 365 urls English<br />
<br />
https://mx.crmtogether.com/V4751/outlookmx_final.xml<br />
<br />
German<br />
<br />
https://mx.crmtogether.com/V4751/outlookmx_finalde.xml<br />
<br />
<br />
'''4.7.5.0 ''' (27 Mar 2020)<br />
* Minor MX update but as the install is part of Accelerator this is also updated<br />
<br />
Office 365 urls English<br />
<br />
https://mx.crmtogether.com/V4750/outlookmx_final.xml<br />
<br />
German<br />
<br />
https://mx.crmtogether.com/V4750/outlookmx_finalde.xml<br />
<br />
'''4.7.4.0 ''' (20 Jan 2020)<br />
* Improved PWA support<br />
* Raised footer so it did not interfere with default functions for full screen phones<br />
* iOS Notch issue (hiding the search bar) fixed<br />
* Click on a phone icon now opens the log call dialog and prompts to call<br />
* Settings button is always the last item<br />
* WaveItemsSSA field support added<br />
* Address icon changed from "compass" to "map-marker"<br />
* Email signtaures plugin added (not enabled by default) - "emailsignature"<br />
* For new installs - removed comm_note from CommuicationOfficeIntSmall<br />
<br />
Office 365 urls English<br />
<br />
https://mx.crmtogether.com/V4740/outlookmx_final.xml<br />
<br />
German<br />
<br />
https://mx.crmtogether.com/V4740/outlookmx_finalde.xml<br />
<br />
<br />
'''4.7.3.2 RC7''' 19 Sept 2019<br />
* RC7 - (19 Sept) - Custom Entiy support fix and demo2 plugin added (showing how to use an iframe to embed other apps/sites etc)<br />
See [https://vimeo.com/361645063 https://vimeo.com/361645063] for a webinar on this release<br />
* RC6 - (16-Sept) - reset scale back to 1-1. Bug: creating an appt without a company set (no person) didn't record the company. <br />
* RC5 - minor fix for popup calendar<br />
* Sage CRM 2019 R2 support<br />
* (change) - Hide company and person status options now available in config<br />
<add key="HideMXStatuscompany" value="N" /><br />
<add key="HideMXStatusperson" value="N" /><br />
* (change) - Calendar look changed to allow you see more records on the screen<br />
* (change) - Code-less (almost) customization options added<br />
* (change) - Footer menu and entity menu now scroll-able (previously you had to click the arrow)<br />
* (change) - Business Card scanner functionally improved<br />
* (change) - Support for SSA fields added<br />
* (change) - Date field changed to use html 5 input date type date <br />
* (change) - Date time fields support added <br />
* (change) - Client side CurrentUser object now supported<br />
* (change) - Required fields are highlighted in yellow<br />
* (fix) - Translations for German added in for email and phone field captions<br />
* (change) - All email and phone fields now displayed on company/person summary (previously only the primary record was shown)<br />
* (change) - Checkbox field support added<br />
* (fix) - German umault characters support fixed<br />
* (change) - "ReadOnly", "Caption" and "Required" javascript support added (case-sensitive) in field create script<br />
<br />
Office 365 urls<br />
English<br />
<br />
https://mx.crmtogether.com/V4732/outlookmx_final.xml<br />
<br />
German<br />
https://mx.crmtogether.com/V4732/outlookmx_finalde.xml<br />
<br />
<br />
<br />
'''4.7.3.1 RC6''' 4 June 2019<br />
Final fix - Fixing issue on create of company (created in RC3 HOTFIX)<br />
<br />
'''4.7.3.1 RC3''' 31 May 2019<br />
HOTFIX<br />
* Issue found when editing and saving a company record in MobileX. This was also updating the primary persons email and phone to be the same as the company. <br />
* (fix) - when mobilex was in PWA mode (opened like it was a native app) and you then opened an image from the library the screen was locked. <br />
* (fix) - Library plugin - updated to only return last 10 records. <br />
<br />
'''4.7.3.1 RC2''' 24 May 2019<br />
* (fix) company email address field was missing from summary screen (work around in previous versions is to add the field comp_emailaddress to the custom screen). <br />
* (fix) Menus on entities sometimes squash up when there are too many items (fix is to edit accelerator.js and fix typo (dispay) to be (display))<br />
* (change) CRM notes plugin now orders the data by the note id (latest first)<br />
* (change) German translation update "Business"="Geschäftlich"<br />
* (change) Plugin framework made easier to add in multiple screens (for readonly)<br />
* (change) Auto-logon option added to app<br />
* (change) Update to how dates are handled in calendar and tasks to remove need for config on setup<br />
* (fix) German translations added for Day names<br />
* (fix) Fix for New/Edit screens with multi-selects (screen hangs)<br />
<br />
Office 365 urls<br />
English<br />
<br />
https://mx.crmtogether.com/V4731/outlookmx_final.xml<br />
<br />
German<br />
https://mx.crmtogether.com/V4731/outlookmx_finalde.xml<br />
<br />
UPGRADE NOTES - Make sure that you accept the settings as per below (there should be no need to alter these values now)<br />
<br />
<add key="sqldatetimeformat2" value="yyyy-MM-dd HH:mm" /><br />
<add key="sqldatetimeformatMXAppt" value="yyyy-MM-dd HH:mm" /><br />
<add key="sqldatetimeformatMXTask" value="yyyy-MM-dd HH:mm" /><br />
<br />
'''4.7.3.0 RC1''' 25 Feb 2019<br />
* Support for Sage CRM 2019 R1<br />
* (fix) for SQL servers returning dates in MST timezone data via CRM's api.<br />
* (fix) Office 365 integration runs in IE and some screens ran some javascript that was not supported by this<br />
* (fix) Safari on iPhone - some screens ran some javascript that was not supported by this<br />
* (fix) Office 365 integration - Rendering of images in emails when viewed in CRM was broken due to a change in the HTML code in 365. <br />
* (fix) Updated install note on runtime (was saying 4.5.2 but should be 4.6.1)<br />
<br />
<br />
Office 365 urls<br />
English<br />
<br />
https://mx.crmtogether.com/V4730/outlookmx_final.xml<br />
<br />
German<br />
https://mx.crmtogether.com/V4730/outlookmx_finalde.xml<br />
<br />
<br />
'''4.7.2.1''' 5th Dec 2018<br />
* (change) Support for uploading an image/photo against a lead<br />
<br />
Office 365 urls<br />
English<br />
<br />
https://mx.crmtogether.com/V4721/outlookmx_final.xml<br />
<br />
German<br />
https://mx.crmtogether.com/V4721/outlookmx_finalde.xml<br />
<br />
'''4.7.1.2b''' 4th Oct 2018<br />
* Status filter added to cases and oppos lists<br />
* Internal improvements to make the plugin API easier to use<br />
* fix for multi-select fields displaying the translation value on a custom screen (avrum this was for). <br />
* Ability to set the workflow and state on entity create<br />
<br />
Office 365 url<br />
<br />
https://mx.crmtogether.com/V4712/outlookmx_final.xml<br />
<br />
<br />
----<br />
<br />
'''4.7.1.1b''' 2 July 2018 Minor release to fix issues in Office365 integration<br />
<br />
* (fix) New Person on company context showing as "undefined"<br />
* (fix) ReadOnly value on edit screen (CreateScript) now working (previously it only worked on NEW Entity screens)<br />
<br />
Office 365 app urls<br />
English<br />
https://mx.crmtogether.com/V4710/outlookmx_final.xml<br />
German<br />
https://mx.crmtogether.com/V4710/outlookmx_finalde.xml<br />
<br />
The mobile app should display as<br />
<br />
Client version: 4.7.1.0b<br />
<br />
See [[https://mobilex.crmtogether.com/index.php?title=Upgrading, Upgrading]] for details on upgrading <br />
<br />
'''4.7.1.0''' 15 May 2018<br />
<br />
* (NEW)Speed improvement utilizing caching (if customizing screens and lists you turn this off via the web.config)<br />
* (NEW)Support added to allow custom MobileX screens/lists (default is to share the same ones as Accelerator). These MX screen names are suffixed by 'MX' EG CaseOfficeIntNewMX<br />
* (NEW)Support added for StoreProcedure type fields (Case_reference was already supported). This works differently to CRM in that MobileX will create the reference id after the record is created. CRM itself creates it beforehand. <br />
* (NEW)Support for CreateScript on fields added for 'DefaultValue' and 'ReadOnly' added<br />
* (NEW)Support for all SSA fields displaying in view mode added (previously just main entities were displayed)<br />
* (NEW)Updated support for different date formats (German ones specifically)<br />
* (NEW)Action menu - text on NEW menu is now clickable also<br />
* (NEW)Multi-select field type support added<br />
* (NEW)New/Edit screens update - alignment of labels has changed to the label being above the edit box. This is to improve the user experience on smaller devices. <br />
* Missing German translations added in<br />
* (NEW)Workflow and State can now be set. The system checks first for a specific MobileX workflow using the keys<br />
<br />
<add key="entity_WorkflowNameMX" value=""/><br />
<add key="entity_WFStateMX" value=""/><br />
<br />
if they are not found then it defaults back to the keys<br />
<br />
<add key="entity_WorkflowName" value=""/><br />
<add key="entity_WFState" value=""/><br />
<br />
* (NEW)custom link to open a given entity<br />
URL format is<br />
index.html?entity=cases&entityid=49]<br />
<br />
Office 365 app urls<br />
English<br />
https://mx.crmtogether.com/V4710/outlookmx_final.xml<br />
German<br />
https://mx.crmtogether.com/V4710/outlookmx_finalde.xml<br />
<br />
'''4.7.0.0''' 13th March 2018 <br />
* (NEW) Lead entity support added<br />
<br />
'''4.5.6.6''' Jan 15th 2018 <br />
* (NEW) Sage CRM R1 2018 support<br />
* (fix) Improved security <br />
<br />
'''4.5.6.5''' Nov 9th 2017 <br />
<br />
* (NEW) Outlook365 - Option to file email and attachments against Opportunity and Cases<br />
* (NEW) Outlook365 - File email and attachments against multiple people at once<br />
* (fix) Changed look and feel of screens<br />
* (fix) Improved overall speed<br />
<br />
'''4.5.6.3''' Jun 26th 2017<br />
<br />
* (NEW) Ability to change colors in MobileX<br />
* (fix) MobileX License not getting picked up Fix<br />
* (fix) Added support for older versions of SSL<br />
<br />
'''4.5.6''' Jun 14th 2017<br />
* (fix) Metadata loader will now escape item names field data. <br />
* (NEW) moved fonts to install (instead of using the CDN) - reason being some firewalls block these<br />
* (NEW) Updated Task screen - now showing all tasks with a filter on top<br />
* (NEW) Updated Calendar screen - status filter added<br />
* (fix) Spelling- Change name From Pileline to Pipeline<br />
* (NEW) Empty state if no items in Bookmarks</div>Crmtogetherhttps://mobilex.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=851MediaWiki:Sidebar2022-11-28T15:48:54Z<p>Crmtogether: </p>
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